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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
TILT
65 hedge funds and large institutions have $1.49B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
3% more funds holding
Funds holding: 63 → 65 (+2)
1.18% less ownership
Funds ownership: 92.42% → 91.24% (-1.2%)
6% less capital invested
Capital invested by funds: $1.6B → $1.49B (-$103M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
63% less call options, than puts
Call options by funds: $15K | Put options by funds: $40K
Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
3
Increased
20
Reduced
17
Closed
–
Calls
$15K
Puts
$40K
Net Calls
-$25K
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Northern Trust
Chicago,
Illinois
|
-$97.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.67M |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.39M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$950K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$267K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Lido Advisors
Los Angeles,
California
| $244K | – | – | – |
|
|
PFGIA
52
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $174K | -$2.41K | -14 | -1% |
|
53
JP Morgan Chase
New York
| $156K | – | – | – |
|
|
WPA
54
West Paces Advisors
Atlanta,
Georgia
| $130K | -$20.2K | -117 | -13% |
|
|
GC
55
Garde Capital
Seattle,
Washington
| $125K | – | – | – |
|
56
Rockefeller Capital Management
New York
| $100K | – | – | – |
|
57
Qube Research & Technologies (QRT)
London,
United Kingdom
| $61K | +$31.4K | +182 | +101% |
|
|
TFGT
58
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $59K | – | – | – |
|
|
PA
59
PSI Advisors
Tampa,
Florida
| $55K | +$56.2K | +326 | New |
|
|
POIA
60
Pin Oak Investment Advisors
Houston,
Texas
| $25K | – | – | – |
|
|
GWM
61
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
|
HI
62
Harbour Investments
Madison,
Wisconsin
| $17K | – | – | – |
|
63
Barclays
London,
United Kingdom
| $16K | -$1.03K | -6 | -6% |
|
|
HFA
64
HC Financial Advisors
Lafayette,
California
| $9K | – | – | – |
|
|
NFG
65
Next Financial Group
Houston,
Texas
| $8K | – | – | – |
|